Jeff Montgomery

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  Evolution of Advisors: Trends, Challenges in the Advice Industry

  By Danielle Andrus, AdvisorOne  |  November 1, 2012

  As advisors begin preparing for the new year, AdvisorOne spoke with Jeff Montgomery, CEO of AFAM/Innealta Capital, to see how the advisory industry has evolved and what changes advisors can expect in the future.

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  Six-Word Strategy: Catching Up with Jeff Montgomery

  By John Sullivan, AdvisorOne  |  December 28, 2011

  Just so we’re clear, AFAM stands for Al Frank Asset Management.

• Jeff Montgomery Named Chairman of AFAM

  By James J. Green, AdvisorOne  |  July 2, 2010

  company formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.

• Catching Up With...

  By James J. Green, AdvisorOne  |  May 1, 2010

  When we last reported on a conversation with Jeff Montgomery in these pages, the former NFP Securities honcho had recently become CEO of Al Frank...

• Clark at Large: The Times They Are a Changin'

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  November 1, 2009

  Back in the frothy run up to the dot.com crash in the late '90s, I had the temerity to tell a group of financial planners...

• Catching Up With: Jeff Montgomery

  By James J. Green, AdvisorOne  |  May 1, 2009

  Jeff Montgomery has seen the advisory business from multiple angles in his career, which is serving him well at Al Frank Asset Management, where he...

• Changes

  By Staff Writer  |  June 1, 2008

  Jeff Montgomery will be joining Al Frank Asset Management as CEO effective May 1. He was formerly CEO of the broker/dealer National Financial Partners Securities,...

• Changes

  By Staff Writer  |  March 1, 2008

  Jeff Montgomery, CEO of National Financial Partners Securities, announced his resignation from the company and from his position as COO of National Financial's business unit,...

• Fast Start for the FSI

  By James J. Green, AdvisorOne  |  March 1, 2006

  Greeting attendees at the second annual Financial Services Institute's Broker-Dealer Conference on January 23, conference chair Jeff Montgomery noted that FSI "got here as fast...

• Fast Start for the FSI

  By James J. Green, AdvisorOne  |  January 24, 2006

  Broker/dealer group has made great strides in short amount of time